Anic Equity¶
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Total return since start: 0.557 %¶
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Equity now: -----------------------------> 47564.89 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46169.92 Kr¶
PnL: ---------------------------------------> -718.65 Kr¶
DD now: ---------------------------------> -2.19 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-25 10:52:51.970263'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -0.630000 | 2772.000000 | 136.000000 | 5.160000 | 2636.000010 |
| Beijer Electronics Group | 26 | -0.840000 | 3068.000000 | 97.000000 | 3.260000 | 2971.000006 |
| FM Mattsson Mora Group B | 50 | -3.230000 | 3000.000000 | 73.000000 | 2.490000 | 2927.000000 |
| Boozt | 12 | 0.780000 | 1710.000000 | 56.000000 | 3.390000 | 1653.999996 |
| SAAB B | 8 | 0.750000 | 3432.800000 | 55.800000 | 1.650000 | 3377.000000 |
| AcadeMedia | 12 | -1.780000 | 596.400000 | 39.400000 | 7.070000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.280000 | 389.800000 | 34.800000 | 9.800000 | 355.000000 |
| MedCap | 2 | -0.220000 | 455.000000 | 34.000000 | 8.080000 | 421.000000 |
| Corem Property Group B | 59 | -1.990000 | 610.060000 | 33.060000 | 5.730000 | 576.999999 |
| Resurs Holding | 22 | -0.720000 | 605.000000 | 31.000000 | 5.400000 | 573.999998 |
| HMS Networks | 2 | -2.700000 | 691.600000 | 18.600000 | 2.760000 | 673.000000 |
| Securitas B | 6 | -0.310000 | 586.800000 | 16.800000 | 2.950000 | 570.000000 |
| Swedbank A | 3 | -0.700000 | 577.050000 | 13.050000 | 2.310000 | 564.000000 |
| Eastnine | 4 | -0.470000 | 504.000000 | 13.000000 | 2.650000 | 491.000000 |
| Norva24 Group | 16 | -2.430000 | 552.640000 | 9.640000 | 1.780000 | 543.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.730000 | 571.200000 | 9.200000 | 1.640000 | 562.000005 |
| OEM International B | 7 | -0.390000 | 536.900000 | 8.900000 | 1.690000 | 527.999997 |
| Intrum | 4 | -1.800000 | 535.600000 | 8.600000 | 1.630000 | 527.000000 |
| Coor Service Management Hold. | 8 | -0.300000 | 540.400000 | 8.400000 | 1.580000 | 532.000000 |
| Karnov Group | 9 | -0.500000 | 540.000000 | 4.000000 | 0.750000 | 536.000004 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.670000 | 248.640000 | 2.640000 | 1.070000 | 246.000000 |
| Nordea Bank Abp | 29 | 0.020000 | 3455.060000 | 1.060000 | 0.030000 | 3453.999992 |
| Creaspac SPAC | 6 | 0.100000 | 576.000000 | -1.000000 | -0.170000 | 577.000002 |
| Handelsbanken A | 5 | -0.780000 | 543.500000 | -2.500000 | -0.460000 | 546.000000 |
| Essity B | 2 | -0.180000 | 559.600000 | -14.400000 | -2.510000 | 574.000000 |
| Midsona B | 63 | -0.990000 | 568.260000 | -14.740000 | -2.530000 | 582.999984 |
| CTEK | 13 | -1.410000 | 510.120000 | -23.880000 | -4.470000 | 533.999999 |
| Essity A | 4 | -0.710000 | 1122.000000 | -27.000000 | -2.350000 | 1149.000000 |
| International Petroleum Corp. | 5 | -1.160000 | 551.500000 | -43.070000 | -7.240000 | 594.565215 |
| Vivesto | 1368 | 0.800000 | 551.580000 | -61.420000 | -10.020000 | 612.999432 |
| Sampo Oyj SDB | 7 | -0.830000 | 3776.500000 | -73.500000 | -1.910000 | 3850.000000 |
| Axfood | 13 | 0.650000 | 3606.200000 | -149.800000 | -3.990000 | 3756.000001 |
| Fasadgruppen Group | 35 | 1.170000 | 3619.000000 | -192.000000 | -5.040000 | 3810.999990 |
| OX2 | 18 | -2.110000 | 1417.500000 | -246.500000 | -14.810000 | 1663.999992 |
| Ovzon | 52 | -2.540000 | 2792.400000 | -569.600000 | -16.940000 | 3361.999992 |
| TOTAL | 46173.110000 | -715.460000 | -2.18345% | 46888.564618 |
Updated:¶
'2023-01-25 10:52:01.163864'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
